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International Assets Investment Management’s FIVE9 FIVN Stock Holding History

International Assets Investment Management’s Portfolio FIVN Stock Details FIVN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$116 Hold
5
– – ﹤0.01% 2323
2026
Q1 		$75 Hold
5
– – ﹤0.01% 2219
2025
Q4 		$100 Buy
+5
New +$106 ﹤0.01% 2173
2024
Q3 		– Sell
-272
Closed -$12K – 1987
2024
Q2 		$12K Buy
+272
New +$14.1K ﹤0.01% 1618
2021
Q2 		– Sell
-82
Closed -$14K – 961
2021
Q1 		$14K Hold
82
– – ﹤0.01% 1438
2020
Q4 		$14K Buy
+82
New +$12.5K ﹤0.01% 1302

Other funds holding FIVN

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VBA
Van Berkom & Associates Montreal, Quebec, Canada $3.1B AUM 12.88% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
GS
Gagnon Securities New York $519M AUM 44.91% 1-Year Est. Return
Walleye Trading
Walleye Trading New York $87.6B AUM 68.17% 1-Year Est. Return
GT
Glenmede Trust Philadelphia, Pennsylvania $22.7B AUM
CCMG
Clark Capital Management Group Philadelphia, Pennsylvania $18.3B AUM 36.97% 1-Year Est. Return

International Assets Investment Management's FIVN Position: Q2 2026 in Review

International Assets Investment Management held its FIVE9 (FIVN) position steady in Q2 2026 at 5 shares worth $116. The position accounts for ﹤0.01% of the portfolio, ranked #2323.

International Assets Investment Management first reported a position in FIVN in Q4 2020 and has held it in 6 quarters since. The position peaked at $14K in Q1 2021. 161 funds tracked by Wall St. Rank hold FIVN as of Q2 2026.

  • International Assets Investment Management held 5 shares of FIVE9 worth $116 as of Q2 2026.
  • International Assets Investment Management left its FIVE9 share count unchanged in Q2 2026.
  • FIVE9 made up ﹤0.01% of International Assets Investment Management's portfolio in Q2 2026, its #2323 holding.
  • International Assets Investment Management first reported a position in FIVE9 in Q4 2020 and has held it in 6 quarters since.
  • International Assets Investment Management's FIVE9 position peaked at $14K in Q1 2021.
  • 161 funds tracked by Wall St. Rank held FIVE9 as of Q2 2026.

Based on International Assets Investment Management's 13F filing for Q2 2026, filed 22 Jul 2026.